Longfellow Investment Management

Description

We take particular pride in our long standing relationships and low client turnover. Our first two clients have remained valued partners for over 25 years. We believe the success of our client partnerships is the result of responsive client service and reporting, customized investment strategies and consistent strong risk-adjusted returns.

Our advanced systems allow us to provide customized solutions for your portfolio. We work with clients who have specific needs and restrictions (sector, duration, industry, quality and issuer) and build the appropriate portfolio and benchmark around those guidelines while remaining consistent with our underlying philosophy and process.

Longfellow Investment Management Co. (LIM) was founded in 1986 with a focus on building portfolios that provide attractive risk-adjusted returns. When we opened our doors, the 10-year Treasury yielded 8.05%, a 30-year mortgage averaged 10.15% and the S & P 500 closed at 247. While market conditions have changed dramatically since then, LIM has prospered, and remains an agile firm in the fixed income and arbitrage arenas.

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